SemiAnalysis says Nvidia's (NVDA) GTC Berlin turned away neoclouds that added AMD and Google chips
The chip research firm says neocloud executives feel pressure to stay Nvidia-only. It didn't name the companies turned away.
Meta (META) releases Muse Spark Open, the top US open-weight AI model. Seven Chinese models still rank higher.
Meta says the model runs on two Mac Studios. One ranking still puts seven Chinese models ahead.
Nvidia (NVDA) CEO Huang sees no need to backstop CoreWeave (CRWV) as debt insurance costs hit a record
"I'm optimistic," Huang said, as CoreWeave's stock and bonds kept falling.
Nvidia (NVDA) in early talks to buy or invest more in Reflection AI, the startup behind Beam
Nvidia led Reflection's $2 billion round last year, and the startup's first open-weight model trails Chinese rivals on its own benchmarks.
SemiAnalysis says users call IREN's (IREN) Prince George and Mackenzie data centers the industry's worst
SemiAnalysis praised IREN's Texas builds but disputed its managed-services claim. Nvidia's $70 exercise price sits far above the stock.
Nebius (NBIS) COO files to sell $121 million in shares in trading plan's final sale
The filing also says how much of his granted equity the sale represents.
Nvidia-backed Reflection unveils Beam, betting on lower compute needs as Chinese open models lead its own benchmarks
Reflection's own numbers show where Beam falls short, and where it beats Thinking Machines' Inkling.
Nvidia-backed Reflection will reportedly release an open AI model to rival China's best
It won't match the top US models at first. The bigger plan is to let companies and governments build their own AI.
Michael Burry switches Nvidia (NVDA), Micron (MU), and Palantir (PLTR) shorts to puts, says the AI bubble could burst within a year
He wants more leverage on bets he already held. Two days after his post, Micron reported its results.
Data center landlords vs. tenants: Digital Realty (DLR) and Equinix (EQIX) vs. CoreWeave (CRWV) and Nebius (NBIS)
Digital Realty and Equinix own data centers and rent out space and power, while CoreWeave and Nebius sell AI computing mostly from rented space. CoreWeave's leases can run longer than its customer contracts.
New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
Nebius (NBIS) is raising GPU rental prices up to 21% on October 1. CoreWeave (CRWV) told bond buyers it is charging more too.
Nebius will raise pay-as-you-go rates for renting selected Nvidia chips from October 1, its second increase in three months, with GPUs up 17% to 21% and memory up about 41%. CoreWeave told convertible-note buyers the same morning that it is signing capacity at higher prices too.
CoreWeave (CRWV) wants $3 billion in convertible notes. It opened a 35 million share stock program the same day.
CoreWeave plans $3 billion of convertible senior notes due 2033, with a $500 million option, and signed an equity distribution agreement covering up to 35 million shares. Its investor deck puts recent short-dated third-quarter contracts at about $40 million per megawatt.
JPMorgan double-upgrades IREN Ltd (IREN) as AI slowdown rattles peers
JPMorgan moved IREN two notches to overweight and lifted its target to $65 from $46, hours after co-CEO Daniel Roberts posted a long rebuttal to the calls for an AI slowdown. Every comparable name we checked fell on Monday. IREN did not.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Oracle (ORCL) and Nebius (NBIS) pivot data center projects to Bloom Energy (BE) after gas permitting delays
SemiAnalysis reported Thursday that permitting delays forced two high-profile data center projects, Oracle's Project Jupiter and Nebius New Jersey, to pivot to Bloom Energy fuel cells. Nebius New Jersey is the Vineland site we reported on in August.
Palantir (PLTR) picks Nebius (NBIS) for sovereign AI push. Nebius shares jump 10%.
Palantir named Nebius its preferred sovereign AI infrastructure partner on Tuesday, and Nebius stock rose about 10%. Nebius compute and inference will run inside Palantir enterprise perimeter so customers can adapt open models on their own data. No dollar value, term or capacity was disclosed.
Nvidia (NVDA) owns $90.7 billion of other companies. Its public stock portfolio has lost $16.4 billion since June 30.
Nvidia's latest 10-Q carries $42.8 billion of marketable equity securities and $47.9 billion of funded private stakes, with $25 billion more committed but not yet paid in. Its June 30 13F positions have given back about $16.4 billion since, and a $105 billion guarantee on an OpenAI data center sits off the balance sheet entirely.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%.
IREN (IREN) reported fiscal 2026 results and a new multi-year contract with an unnamed leading frontier AI lab. The same release prices its GPU debt by customer: 9.0% on $2.4 billion for non investment grade deployments, 6.0% on the $3.6 billion behind Microsoft.
Countries are buying AI compute like oil reserves. Nvidia says it's already a $30 billion business.
Governments are buying AI compute as national infrastructure, and specialized neoclouds are renting out GPUs at scale, but the two overlap more than the headline numbers suggest. What it means for Nvidia, Oracle, CoreWeave, Nebius and IREN.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
Nebius (NBIS) is selling $4.5 billion of convertible notes, and the stock dropped about 9% on the news
Nebius announced a $4.5 billion convertible notes offering split between 2030 and 2034 maturities, plus exchanges of its existing 2029 and 2031 notes for new shares. NBIS shares fell about 9% Wednesday on the dilution risk.
Four states now publish how much announced data center demand they actually expect. All four throw out most of it.
Between December 2025 and August 2026, utilities and grid operators in four states each published their own count of how much announced data center demand they expect to serve. Seven filings, no shared method, and every one of them removes most of what it was asked for. None of the figures are new; the pattern across them is.